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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,342 | $70,418+187.3% | $96,570+109.5% | $85,847+135.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.40% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $7,155 | $1,413+406.3% | $2,357+203.5% | $2,565+178.9% |
| Participant deferral / active EE | $9,658 | $2,894+233.7% | $3,849+150.9% | $3,952+144.4% |
| Admin fee / account holder | $452 | $4,995-90.9% | $6,182-92.7% | $6,261-92.8% |